Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTZIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTZIX
FTZIX charges 1.12% annually. There are 341 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | FTZIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | FTZIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | FTZIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | FTZIX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | FTZIX vs SWPPX |
Best Risk-Adjusted Alternatives to FTZIX
FTZIX has a PortfoliosLab risk / return rank of 87. There are 12 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | FTZIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | FTZIX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | FTZIX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | FTZIX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | FTZIX vs GTLOX |
Top Performing FTZIX Alternatives (YTD)
FTZIX is at 22.24% YTD. There are 8 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | FTZIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | FTZIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | FTZIX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | FTZIX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.11% | — | Dec 2015 | FTZIX vs RESGX |
Lowest Volatility Alternatives to FTZIX
FTZIX has 17.07% 1-year volatility. There are 381 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | FTZIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | FTZIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | FTZIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | FTZIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | FTZIX vs JEPIX |
Lowest Drawdown Alternatives to FTZIX
FTZIX has a 1-year max drawdown of -9.03%. There are 191 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | FTZIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | FTZIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | FTZIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | FTZIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | FTZIX vs QUERX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 55 | 14.93% | — | Sep 2011 | FTZIX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 80 | 33.76% | — | Dec 2017 | FTZIX vs FTXNX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 59 | 17.89% | — | Dec 2018 | FTZIX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 60 | 14.90% | — | Sep 2011 | FTZIX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 81 | 35.58% | — | Dec 2017 | FTZIX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 3 | 5.33% | — | Dec 2017 | FTZIX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 45 | 31.96% | — | Dec 2018 | FTZIX vs FTMSX |
Often Compared With FTZIX
Investors most often compare FTZIX with AAPL, SAOPX, AAP. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FTZIX with Any Fund or Stock
Compare FTZIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTZIX with funds that move differently
Fuller & Thaler Behavioral Unconstrained Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTZIX.
Explore FTZIX Diversifiers